Nuclear Energy Stocks

[gfp927z]

Rick Rule - some interesting insights. Summarizing -

He said he sold 25% of his Junior miner portfolio, locking in the profits. He sees the larger 'best of best' miners as still cheap, and the tiniest ragged edge exploration stuff as also cheap. He also said that looking out 5 years, oil, copper, and nickel will be much higher.

In uranium, he sees the juniors as fully priced (already up 4 fold). He sees the rollout of the SMR / Small Modular Reactors as taking longer than generally expected.

He says well over 1/2 of his portfolio is in the oil + gas sector, which he calls the most hated and out of favor sector. He said 80% of his new investment is going into oil + gas. He considers Exxon as the single finest oil company in the world, and could double-triple in 5 years.

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